Category Archives: Will

Trusts Have Changed: Time To Re-Engineer Your Estate Plan

by Ashlea Ebeling The federal tax overhaul just doubled the amount of wealth you can pass to heirs estate-tax-free–without using any trusts or planning gimmicks. Yet rather than looking for a new specialty, top trust lawyers are positively giddy about the opportunities created by the law President Trump signed three days before Christmas. The letter of the law allows slightly more than $11 million per person to be passed to kids or other noncharitable heirs… Read More »

Deductible Charitable Donations

Many gifts given in December were never on a shopping list. According to a recent NBC story, it is the top month for charitable giving, accounting for 18 percent of annual donations. You may not need a shopping list for these benevolent gifts, but there are things to remember if you hope to receive tax deductions for them. First of all, you can only claim charitable contributions if you itemize your tax return. Secondly, there… Read More »

Secure Holiday Shopping

According to the National Retail Foundation, almost half of this year’s holiday shopping (both browsing and buying) will be done online. With all this extra cyber activity, it’s a good time to review good online shopping practices to help protect your assets and safeguard your identity. When shopping online, use a credit card instead of a debit card. Credit cards have spending limits, and they make it easier to dispute fraudulent charges. You may even… Read More »